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FOR CUSTOMERS WHO PURCHASED THEIR …

INVESTOR PORTFOLIO SERVICE SELF DIRECTED NBS LEGACY. FOR CUSTOMERS WHO PURCHASED THEIR investment before 31 DECEMBER 2012. TAX YEAR 2018/2019. TRANSACTION FORM. Use this form to add money or make changes to your IPS investment . Please complete in BLOCK CAPITALS using black ink and return to: Investor Portfolio Service, PO Box 1112, Chelmsford CM99 2UX. Please ensure you've read the current version of the following Product Documents before you make any investment decisions: Key Investor Information Document (KIID) - you can find these at Investing with IPS. IPS Terms and Conditions Important Fund Information Nationwide Self Directed customer Agreement Nationwide Self Directed Tariff of Charges. If you don't understand any point please ask for further information.

FOR CUSTOMERS WHO PURCHASED THEIR INVESTMENT BEFORE 31 DECEMBER 2012 TAX YEAR 2018/2019 TRANSACTION FORM. Use this form to add money or make changes to your IPS investment.

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Transcription of FOR CUSTOMERS WHO PURCHASED THEIR …

1 INVESTOR PORTFOLIO SERVICE SELF DIRECTED NBS LEGACY. FOR CUSTOMERS WHO PURCHASED THEIR investment before 31 DECEMBER 2012. TAX YEAR 2018/2019. TRANSACTION FORM. Use this form to add money or make changes to your IPS investment . Please complete in BLOCK CAPITALS using black ink and return to: Investor Portfolio Service, PO Box 1112, Chelmsford CM99 2UX. Please ensure you've read the current version of the following Product Documents before you make any investment decisions: Key Investor Information Document (KIID) - you can find these at Investing with IPS. IPS Terms and Conditions Important Fund Information Nationwide Self Directed customer Agreement Nationwide Self Directed Tariff of Charges. If you don't understand any point please ask for further information.

2 You can contact us on 0345 272 0089 and we'll be happy to help. Call charges will vary. We may record and monitor calls. We'll use your address, email address and phone number collected in Section 1 of this form to contact you about your investments. We will not use them to send you information on Aegon products or services. Important information Any money you add to your investment using this form will be invested in commission-free share class funds. These funds do not qualify for a loyalty bonus. If you switch out of or change the share class of a fund that qualifies for a loyalty bonus this will stop. Please note: For accounts where you are the primary holder, any commission-included funds that you hold will be converted to commission-free funds after this transaction has completed.

3 This is not applicable to the following transaction types: reducing a regular investment , share class conversion, or change of unit/share type. We'll send you information about this change and what it means. You'll have the opportunity to cancel your transaction should you wish to. What would you like to do? Please tick the relevant box(es) below: Add money please complete sections 1, 2, 7, 8 and 11. Set up or amend a regular investment Please complete sections 1, 3, 7, 8 and 11. Switch funds Please complete sections 1, 4, 7, 8 and 11. Change unit/share class (commission-included to commission-free) Please complete sections 1, 5 and 11. Change unit/share type (Accumulation or Income) Please complete sections 1, 6, 7, 8 and 11. Start/stop receiving an income Please complete sections 1, 7, 8 and 11.

4 SECTION 1. Personal details complete this section in full Part First investor Contact telephone number Existing IPS customer reference Mr/Mrs/Ms/Miss/Other Date of birth Surname D D M M Y Y Y Y. Forename(s) in full Please tick Male Female Address Do you have a National Yes No Insurance number? If Yes, please provide your National Insurance number Postcode Account holding designation*. Tax residency I confirm that I am solely UK resident for tax purposes and not a US citizen. Please read the following sentence and confirm by If you can't confirm and tick the box, please complete the Individual Self-Certification form available from ticking the box if applicable. customer Services. Please note, there may be times when we need further identification from you. We'll contact you if this is the case.

5 Please see the Using IPS document for more information on our identification process and why we may need additional information. You can find this document online at *Complete if you wish to add a personal reference to your investment (UT and OEIC only) or you're adding to an existing investment with a designation. If you're paying for this investment from money in your IPS Cash Account, please ensure that this designation is identical to that of the cash account. SECTION 1. Personal details complete this section in full continued Part Joint holders (not available for ISA investments). Contact telephone number Existing IPS customer reference Mr/Mrs/Ms/Miss/Other Date of birth Surname D D M M Y Y Y Y. Forename(s) in full Please tick Male Female Address Do you have a National Yes No Insurance number?

6 If Yes, please provide your National Insurance number Postcode Tax residency I confirm that I am solely UK resident for tax purposes and not a US citizen. Please read the following sentence and confirm by If you can't confirm and tick the box, please complete the Individual Self-Certification form available from ticking the box if applicable. customer Services. Please note, there may be times when we need further identification from you. We'll contact you if this is the case. Please see the Using IPS document for more information on our identification process and why we may need additional information. You can find this document online at Contact telephone number Existing IPS customer reference Mr/Mrs/Ms/Miss/Other Date of birth Surname D D M M Y Y Y Y. Forename(s) in full Please tick Male Female Address Do you have a National Yes No Insurance number?

7 If Yes, please provide your National Insurance number Postcode Tax residency I confirm that I am solely UK resident for tax purposes and not a US citizen. Please read the following sentence and confirm by If you can't confirm and tick the box, please complete the Individual Self-Certification form available from ticking the box if applicable. customer Services. Please note, there may be times when we need further identification from you. We'll contact you if this is the case. Please see the Using IPS document for more information on our identification process and why we may need additional information. You can find this document online at Contact telephone number Existing IPS customer reference Mr/Mrs/Ms/Miss/Other Date of birth Surname D D M M Y Y Y Y. Forename(s) in full Please tick Male Female Address Do you have a National Yes No Insurance number?

8 If Yes, please provide your National Insurance number Postcode Tax residency I confirm that I am solely UK resident for tax purposes and not a US citizen. Please read the following sentence and confirm by If you can't confirm and tick the box, please complete the Individual Self-Certification form available from ticking the box if applicable. customer Services. Please note, there may be times when we need further identification from you. We'll contact you if this is the case. Please see the Using IPS document for more information on our identification process and why we may need additional information. You can find this document online at Transaction Form Page 2/8. SECTION 2. Paying for your investment Lump sum I am paying for my investment by: Cheque (enclosed).

9 (tick one) or For investment by monthly Direct Debit, please complete Paying Money held in my IPS Cash Account for your investment Monthly', Section 3 below. Please see our Investing With IPS' document for the minimum amounts for lump sum and monthly investments. Make any cheque payable to Investor Portfolio Service and include your name on the payee line (for example, Investor Portfolio Service J Smith). Part Fund selection ISA and unit trust/OEIC. Please write the name(s) of the fund provider and fund you want to invest in and select a unit type (ACC accumulation, INC income). If you don't specify ACC or INC, we'll automatically allocate accumulation units/shares where available. Fund management company/Fund name ISA Unit trusts and OEICs ( Legal & General Sterling Income I Fund).

10 Select unit/share Lump sum Select unit/share Lump sum type type Delete as appropriate Delete as appropriate ACC / INC ACC / INC . ACC / INC ACC / INC . ACC / INC ACC / INC . ACC / INC ACC / INC . ACC / INC ACC / INC . Total investment amount . SECTION 3. Paying for your investment Monthly Please tick the option(s) Change how an existing Direct Debit is invested. This includes changing the amount, fund(s) or unit/share that apply to you: type. Please complete section only. This should show your total monthly investment and replaces any existing instruction. Set up a new monthly investment . Please complete sections and Change Direct Debit details or collection date only. Please complete section only. Part Fund selection ISA and unit trust/OEIC. Please write the name(s) of the fund provider and fund you want to invest in and select a unit type (ACC accumulation, INC income).


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